by Sara Tershel | Feb 7, 2025
In late 2024 and early 2025, the RLF interviewed National Account Managers (NAMs) from more than 20 DCIO firms to… You must be logged in to view this content.
by Sara Tershel | Jan 31, 2025
In November of 2024, the RLF conducted a member-requested survey to better understand the growth of CITs and benchmarking pricing… You must be logged in to view this content.
by Sara Tershel | Dec 13, 2024
In November of 2024, the RLF conducted a member-requested survey to determine if DCIO Wholesalers have responsibility for home office… You must be logged in to view this content.
by Sara Tershel | Nov 4, 2024
In October of 2024, the RLF conducted a member-requested survey on issues that DCIOs encounter when reopening soft closed funds.… You must be logged in to view this content.
by Sara Tershel | Oct 1, 2024
This report includes staffing and team structures as of summer 2024 for 20 DCIO firms. You must be logged in to view this content.
